Consumer-calls and asks to be enrolled in plan

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Reference no: EM133875761

Question

Jane, a consumer, calls and asks to be enrolled in the plan that will put money back into her Social Security every month. What guidelines do you keep in mind when you hear the consumer mention a specific plan benefit from an ad? (Select 3) I remember that a thorough needs assessment is required for each enrollment. While I take note of what might be important to the consumer, I do not want to rely on one benefit and become biased as to what type of plan to recommend. Consumers may have misunderstood or been confused by something they heard or read in an ad. I make sure whatever plan I recommend has that stated benefit because I know it will be the best fit plan for the consumer.

Reference no: EM133875761

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